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This tutorial demonstrates how to create a Word or Excel file from a dynamic 365 entry. It requires setting up a template for the desired entity in the settings, selecting the type of document (Word or Excel), and choosing the specific entity (e.g. Opportunity). The video explains how to include data from related entities in the template and highlights the built-in functionality for generating and sending invoices to customers. Eugen, a specialist with five years of experience in foreign projects, provides a step-by-step guide for accomplishing these tasks efficiently.
